Associate Planner

Associate Planner – TD Securities

Location: Delhi, Ontario, Canada

Hours: 37.5 per week |
Line Of Business: TD Wealth

Pay: $60,000 – $70,000 CAD (base) + commission‑based earnings

• Partner with多久 clients to understand their life and financial objectives, conduct in‑depth reviews, and foster long‑term connections through ongoing support and guidance
• Leverage data‑driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices
• Collaborate with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
• Monitor productivity and service delivery, identify opportunities for increased efficiency, and champion continuous improvement initiatives
• Stay informed on industry best practices and emerging trends to ensure you remain at the forefront of financial planning
• Share your expertise by mentoring and guiding colleagues, fostering a collaborative and supportive environment
• Uphold a strong culture of risk management and control, aligned with the organization’s risk appetite
• Engage fully as a valued team member and contribute to a positive, service‑oriented workplace

• Bachelor’s degree preferred
• 3–5 years of experience in banking services, with a track record of managing client relationships and providing tailored investment advice (preferred)
• Willingness to obtain Registered Representative (RR) licensing with theitee CIRO if not currently licensed
• Commitment to achieving the Certified Financial Planner (CFP) designation within the first three years in the role
• CFP eligibility requirements:
  • University degree or up to 10 years of qualifying work experience
  • Been a QAFP professional in good standing for a minimum of 5 years at the time of applying

• A genuine passion for financial planning and a drive to help clients realize their financial and life goals
• An entrepreneurial mindset with experience in business development, networking, and outlooks high‑value sales
• A comprehensive understanding of the industry landscape, economic trends, and regulatory requirements
• Exceptional interpersonal and problem‑solving abilities for building lasting client relationships
• Excellent communication skills, flexible to collaborate within a team or work independently, and focused on supporting and connecting with others

This role is eligible for commission‑based earnings. The base pay actually offered may vary based upon the candidate’s skills and experience, job‑related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation‑related questions and have an open dialogue with your recruiter for more specific details about this role.

TD is committed to providing fair and equitable compensation opportunities to all colleagues.